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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,938 | $105,856-89.7% | $90,161-87.9% | $147,586-92.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.38% | 37.63%-22.3pp | 34.89%-19.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,563 | $5,733-72.7% | $5,287-70.4% | $5,439-71.3% |
| Admin fee / account holder | $974 | $8,046-87.9% | $5,943-83.6% | $10,886-91.1% |